LED industry new deal comments: subsidies or concentrated in the downstream

In February 17th, the national development and Reform Commission, Ministry of science and other 6 ministries jointly issued the "planning" semiconductor lighting industry. "Planning" clearly promote the LED lighting industry output value of an average annual growth of about 30% in 2015 reached 450 billion yuan, of which LED lighting application products of $180 billion.

By the favorable policies to promote, LED downstream stocks lead the outbreak, KingSun, Lehman photoelectric 18 daily limit, Yankon rose 8.63%. But in the upstream business, an optoelectronic increase of only 4.97%.

Subsidies may focus on the downstream

"Planning" that we should gradually increase the financial subsidies of LED lighting products promotion efforts in the demonstration application and focus on the promotion of commercial lighting, industrial lighting and other areas of LED lighting products, timely bulb equivalent wide, LED lighting products mature technology into the scope of subsidies. In the enjoyment of subsidies of LED lighting products in the enterprise, only in 2012 received a Sanan Optoelectronics Technology three financial subsidies to more than 200 million yuan.

Sanan optoelectronics is mainly engaged in the production and application of LED chip in the upstream enterprises. At present, the company's chip performance has been basically flat with the Chinese enterprises in Taiwan. The company responsible for the "planning" in a series of financial subsidies given their own interpretation. Company official said in an interview, the future of LED financial subsidies will focus on the application of downstream products. To promote the development of upstream industries by increasing the demand for LED through the subsidies to the downstream.

Traditional energy-saving lamp faucet transformation LED

Planning shows: in 2010 the market share of ordinary lighting products was 27.50%, the traditional efficient lighting products market share of, LED lighting products are only 0.2%. The 2015 development goals are: general lighting products market share dropped to 10% or less, the traditional efficient lighting products stabilized at around, LED lighting products to enhance the share of more than 20%. Ordinary lighting products market space will be replaced by LED, the market of traditional high efficiency lighting products will remain at the current level.

Under the guidance of the policy, the traditional energy-saving lamp manufacturers try to transform the business will become a trend. As the largest manufacturer of energy-saving lamps in Asia, the domestic market share of energy-saving lamps is 15%. The face of the fiery development of LED lighting industry, the company is also trying to transition possible. Company insiders said in an interview, do not rule out the main business to the LED industry closer.

At present, the sunshine lighting subsidiary Xiamen sunshine engaged in LED energy saving industry business. In recent years, the company LED lamp sales increased significantly. 2011 LED annual sales revenue of only 5000-6000 million, sales revenue of nearly 400 million yuan in 2012. 2013, the company expects LED sales revenue will reach 6-8 billion yuan.